J.P. Morgan Wealth Management – Private Client Advisor - New York, NY (Lower Midtown West)
On-site · New York City, New York, United States
Job Summary
Provide comprehensive financial planning and investment advice to individuals and families within Chase Wealth Management. Build a book of business and deliver personalized investment solutions leveraging leadership and relationship-building skills, with a consistent focus on relationship management rather than portfolio construction. Demonstrate deep understanding of financial markets and sound business judgment, integrity, and a commitment to helping clients monitor, maintain, and handle their investments. Embrace digital innovations to enable clients to bank when, where, and how they want while educating them on available technology and channels. Coordinate with partners to deepen client relationships and deliver holistic financial coaching beyond investments.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- A valid and active Series 7 license
- A valid and active Series 66 license (63/65) or must be obtained within 60 days of starting in the role
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role
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